Turn client feedback into owners and next steps
Remi watches connected email, docs, and project conversations, then turns scattered feedback into a clear handoff with the source still attached.
Industries / Marketing Agencies
Keep approvals, scope changes, deliverables, and invoices from slipping between inboxes.
Remi helps owner-run marketing agencies turn feedback into next steps, flag scope changes, and prepare client updates and invoice follow-ups.
Use cases
More ways Remi keeps client work moving.
Remi keeps pipeline, briefs, feedback, approvals, delivery, scope, reporting, and billing connected across every client account.
Pipeline and onboarding
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Brief the first client conversation
Remi gathers the lead history, stated goals, existing materials, and open questions into a concise account brief.
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Bring the proposal back with context
Remi surfaces the prospect's last concern and current proposal, then drafts a specific response for review.
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Build the onboarding checklist
Remi turns the signed scope, kickoff notes, access requests, and deadlines into a clear owner-by-owner handoff.
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Surface the missing contract or deposit
Remi notices work scheduled before the required agreement or payment and brings the blocker back to you.
Briefs, feedback, and approvals
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Turn feedback into one decision
Remi gathers comments across channels, identifies the unresolved choice, and proposes a clear owner and next step.
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Reconcile conflicting comments
Remi compares stakeholder feedback with the approved brief and flags the decision the client needs to make.
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Bring back the approval deadline
Remi connects the pending deliverable with the production schedule and drafts a focused reminder for review.
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Keep brand and legal constraints attached
Remi surfaces the relevant guideline or approved language when new feedback risks crossing an established boundary.
Delivery, capacity, and scope
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Flag scope creep while it is small
Remi compares the new request with the signed scope and prepares a clear impact summary for your review.
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Surface the task blocking delivery
Remi finds the missing asset, approval, or dependency and brings forward the owner and promised date.
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Prepare a resourcing handoff
Remi combines upcoming work, team availability, skills, and deadlines into a concise allocation brief.
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Assemble the client status update
Remi gathers completed work, current blockers, pending decisions, and next milestones into a draft update.
Reporting, renewals, and billing
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Draft the performance summary
Remi brings together current results, completed work, and outstanding context into a client-ready narrative for review.
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Flag missing reporting data
Remi spots the absent source or late input before reporting and prepares the request needed to complete the picture.
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Prepare the retainer renewal
Remi summarizes delivered work, open priorities, scope changes, and proposed next steps into a renewal brief.
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Follow up on an overdue invoice
Remi connects the open balance with the billing terms and recent client work, then drafts a tactful reminder for approval.
Remi for Marketing Agencies:
- more likely to qualify a lead when replying within five minutes instead of thirty
- 21x MIT and InsideSales lead-response research
Feedback becomes a decision, then a next step.
Flag scope changes before they become free work
When a new ask moves beyond the agreed work, Remi brings the request and original scope together and prepares a response for your approval.
Prepare the client update and invoice follow-up
Remi assembles the latest decisions, deliverables, open asks, and payment status into drafts you can review before anything reaches the client.
Your tools, handled
Keep client work moving without living in tabs.
Remi connects client feedback, project ownership, source files, account context, and billing so the next move arrives with the full story.
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HubSpot: Keep the client record useful
Remi checks contacts, companies, deals, notes, tasks, meetings, and campaign context in HubSpot. Remi surfaces the missing follow-up and proposes the task or CRM update for your approval.
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Slack: Turn feedback threads into decisions
Remi reads connected client and internal Slack threads for approvals, conflicting feedback, owners, and deadlines. Remi prepares the decision recap or reply and waits for approval before posting.
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Asana: Keep every next step owned
Remi checks tasks, owners, dependencies, due dates, comments, and project status in Asana. Remi proposes the task or status update for your approval when client feedback changes the plan.
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Google Drive: Keep the SOW beside the request
Remi finds SOWs, briefs, creative assets, reports, and approval records in Google Drive. Remi assembles the relevant sources before drafting a scope or status response.
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QuickBooks: Put the invoice in the client update
Remi checks retainers, invoices, balances, due dates, and recorded payments in QuickBooks. Remi adds the verified payment context to the client update you approve.
Remi works inside the access you grant. Customer-facing sends and important record changes wait for your approval.
Questions we hear a lot.
- Do I have to replace the software I already use?
No. Remi works across the inbox, calendar, files, accounting system, and job tools you connect. Those systems remain the source of truth while Remi brings the next decision to you.
- What can Remi take off my plate?
Remi can watch for unanswered requests, quiet estimates, overdue invoices, missing approvals, schedule changes, and work that needs a written record. Remi gathers the source context and prepares the next step for review.
- Will Remi contact customers or change records without me?
No important customer-facing send or source-of-truth change happens quietly. Remi prepares the work, shows you the source, and waits for your approval.
- How does Remi learn my business?
From the sources you connect and the work already inside them. Remi builds context around customers, jobs, prices, promises, and deadlines while keeping each fact tied to its source.
- How long does setup take?
Most businesses start with a small set of core sources, such as email, calendar, files, and accounting. The exact setup depends on the tools and access you choose to connect.
- What does Remi cost?
Remi is $49 per month during Early Access, including unlimited fair usage with the default AI model.
- Is my business data safe?
Remi works only inside the access you grant. Your business data is not sold, shared for advertising, or used to train AI models, and important work keeps a visible source trail.
- What happens when Remi gets something wrong?
Remi is useful, not infallible. Drafts stay reviewable, customer-facing work waits for approval, and the source remains attached so you can correct the work before it leaves.